BLOG POSTS
Adapting to Conditions
Stocks and bonds have been under pressure in recent weeks. To help put some perspective on this we are going to zoom out and take a look at stock markets going back to the 1920s.
Future Returns Pulled to the Present is Meta
This week we are talking about corporate earnings, Facebook, and the U.S. labor market. We discuss volatility in high-growth stocks and what it can mean when forward return expectations are pulled into the present.
Three Tax Tips with Sharon
This week we discuss three tax topics with senior wealth advisor Sharon Calhoun. QCDs, 1099s, and filing timing. Taxes filing is due April 18th.
Expectations for the Unexpected
We believe a portfolio needs players on both offense and defense when investing for the long term. Setting aside dollars for the short term can help buy time during market volatility.
Replay of Market Update 21Q4
Replay. Jason Ranallo presents prepared remarks and hosts a Q&A session. Topics include discussion on various themes impacting markets and the economy, notably: market performance, inflation, earnings comparisons, and digital assets.
Panta Rhei - Everything Flows
Change surrounds us in our personal lives and certainly our financial lives. Change can be hard at times, as we naturally seek to find certainty in the unknown.
Balance in Rebalancing
A non-rebalanced portfolio can lead to being more vulnerable to market segment declines. We discuss why and when to rebalance a diversified portfolio.